Lawyers With Purpose

Planning for Non-US Citizens

Join LWP Legal/Technical Attorney, Erach Screwvala, for this information-packed webinar where he will focus on issues and counseling points to understand when dealing with non-US citizen clients. This can be a resident alien (green card holder) or even an individual in the US illegally.

Wednesday, August 10 at 1pm (EDT)

In this webinar, Erach will explore planning opportunities and topics including:
  • Specific rules for non-US citizens to determine what changes, if any, are needed to their general approach
  • The post-merge changes required to the documents generated in the CCS
  • Specific statutes related to non-citizen planning and the planning documents for any required changes
  • How to use the Estate Plan Audit and Vision clarifier to help counsel clients on the special issues

Participants will be able to think through how they want to counsel clients around the special rules for non-US citizens and then how to implement that into their Vision Meetings, where appropriate.

As always, you will have the opportunity to interact with Erach during the webinar and ask additional questions.

This webinar is open to Lawyers With Purpose members only.

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Date

Aug 10 2022

Time

Eastern Daylight Time (EDT)
1:00 pm - 2:00 pm

Location

Online

Labels

Members Only
Category

Organizer

Lawyers with Purpose
Phone
877-299-0326
Email
aross@lawyerswithpurpose.com

Speaker

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